Introducing DocuVault: Where Your Important Documents are Organized

Introducing DocuVault: Where Your Important Documents are Organized

The DocuVault allows a user to organize important documents and information in their life, and for future access.

Locating your DocuVault

To locate your DocuVault you can navigate to the left navigation panel and select the lock icon titled "DocuVault".


      Collapsed Navigation Panel View



      Open Navigation Panel View

Accessing your DocuVault

You have two options for accessing your secure DocuVault, depending how you log into your Heirloom account.




Verification Option 1: 

If you originally signed up for Heirloom with your Google account, you will receive a temporary pin emailed to you that you can use to open your DocuVault.


The next time you wish to access the vault, you will receive a new pin emailed to you, so you do not need to take note of this pin for future reference. 






Verification Option 2:

If you originally signed up for Heirloom with an email and a password, you will be asked to identify yourself with your account password in order to access your DocuVault. This password will be your unique key to your vault every time you wish to access it. 




Please note your DocuVault has an Auto-Lock timer set to 5 minutes to maintain your vault's security. Of course, you can extend your access and refresh the timer back to 5 minutes if you are uploading many files consecutively. 


This “Extend Access” button is located on the top right corner of your DocuVault dashboard next to the timer displaying your remaining minutes and seconds before it auto-locks. 






Step 1: Create a new Document

Once you are inside your DocuVault, you can add anything that you would like to remain secure during your lifetime and posthumously, such as funeral arrangements, legal documents or messages to your Trustee(s). 


For a seamless process, we recommend having any media or links ready and accessible on your device before you add a new document, due to a 5 minute time limit which may run out while you're uploading a file. 


To add a new attachment, click on “Add new document.”



Step 2: Create a Title & Describe your Attachment

You will need to give it a relevant title to make your DocuVault files navigable during and after your life, along with an accurate description.


You can create a DocuVault file with a photo, and/or a link, and/or a document. 




Step 3: Upload Your File

When uploading documents, the following file types are supported: .docx, .pdf and .xls. 

After uploading the relevant media files and/or links, you can click “Next”. 


Once your submission is complete you can view it in your DocuVault, along with a brief summary of the number of attachments and its date of creation.

The submissions will automatically be organized with the most recently created submission at the top.



Managing Your DocuVault Files

If you need to edit or delete your submission, you will find the pencil icon (for editing) and the three dots (for deleting) on the top right corner which will allow you to do so.




To exit your DocuVault securely, simply leave the DocuVault area and the automatic 5 minute timer will run out and auto-lock your vault for you. 

Congratulations! You've learnt how to make your most important information secure. 

Click Here to learn how to create a Trustee and ensure your Legacy for coming generations.